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Wednesday, 22 January 20
SHIPPING MARKET INSIGHT - INTERMODAL
 It seems that we are finally seeing whitish smoke as far as the trade feud between the US and China is concerned, while following this much anticipated deal between the two countries, everyone in the shipping industry is currently trying to assess the impact in the different shipping sectors.
The first phase of the agreement signed last week reduces tariffs but only for a percentage of imports, with the majority of the imported and exported goods from either country retaining the previously imposed tariffs at the same levels. US exports of agricultural cargoes, crude oil, LNG, and refined products are set for an increase in the next two years given that the agreed figures will be imported by China.
It will take some time before we can quantify the benefits this agreement will have in the dry bulk market, while with the Chinese New Year festivities just around the corner, owners seem to be focusing more on when the market will manage to shake off the negative sentiment of late and less on the longer term effects of this agreement.
Given the lows we have been seeing lately, it is only logical to anticipate a stronger or at least substantially improved market closer to the end of the first half. This could support sale and purchase activity at the moment given that Buyers being optimistic about the later part of the year could possibly take advantage of the softer sentiment that is currently prevailing.
On the tanker side it seems that healthy rates will most probably prevail in 2020 as despite the very recent downward corrections, earnings remain at very healthy levels. This coupled with the fact that there are fewer ships in the market for sale compared to a while ago, could help asset prices maintain their levels and even firm in case the freight market enjoys additional impressive spikes in the future.
At the moment crude carrier ships are viewed by some investors expensive, especially those older than 12 years, with certain buyers feeling that a correction is now long due. The truth is that there is not much substance that a correction will indeed come though. As a matter of fact there is more evidence as well as positive sentiment that the rates will stay strong. This eventually will drive asset prices higher with owners hesitant to buy earlier on, eventually rushing in to catch up with the upward momentum additionally inflating prices as a result.
It is very early to make any solid assumptions as to what 2020 will turn out to be, but it must be the first time in a long time that the picture is brighter than dark and the industry seems to be ready for it more than ever.
By Timos Papadimitriou
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.George Panagopoulos
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
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Thursday, 06 February 20
CHINESE DEMAND KEY UNCERTAINTY FOR SEABORNE COAL MARKET IN 2020 - THE BRICS POST
Coal trader Noble Resources head of research Rodrigo Echeverri Cardozo had penciled in a 3 Mt drop in Chinese import demand for 2020, but it could ...
Wednesday, 05 February 20
CORONAVIRUS AND THE SHIPPING INDUSTRY - WATSON, FARLEY & WILLIAMS
The continued spread of Coronavirus and governmental measures to minimise the impact is likely to affect the shipping industry and supply chain.
...
Wednesday, 05 February 20
INDONESIA'S COAL PRICE REFERENCE UP 1.46% IN FEBRUARY
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Wednesday, 05 February 20
MARKET INSIGHT - INTERMODAL
The oil and gas industry benefitted from a strong and solid ground in the previous year. We witnessed a slow but steady increase in bunker’s ...
Wednesday, 05 February 20
RUSSIA EXPORTED 28.6 MLN TONNES OF LNG IN 2019 - REFINITIV
A lot of attention has been paid recently on the surge in LNG exports from the United States. However, another country which is seeing truly expone ...
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- Eastern Energy - Thailand
- Sical Logistics Limited - India
- The State Trading Corporation of India Ltd
- Alfred C Toepfer International GmbH - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Mjunction Services Limited - India
- Merrill Lynch Commodities Europe
- Bayan Resources Tbk. - Indonesia
- Independent Power Producers Association of India
- LBH Netherlands Bv - Netherlands
- Central Electricity Authority - India
- Kepco SPC Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Oldendorff Carriers - Singapore
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Holcim Trading Pte Ltd - Singapore
- Orica Mining Services - Indonesia
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- Anglo American - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Siam City Cement PLC, Thailand
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- Jorong Barutama Greston.PT - Indonesia
- Central Java Power - Indonesia
- Chamber of Mines of South Africa
- GAC Shipping (India) Pvt Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- Kobexindo Tractors - Indoneisa
- The University of Queensland
- Siam City Cement - Thailand
- ASAPP Information Group - India
- Karbindo Abesyapradhi - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Aditya Birla Group - India
- Formosa Plastics Group - Taiwan
- Sojitz Corporation - Japan
- Barasentosa Lestari - Indonesia
- Ministry of Finance - Indonesia
- McConnell Dowell - Australia
- Goldman Sachs - Singapore
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Eastern Coal Council - USA
- Semirara Mining and Power Corporation, Philippines
- Latin American Coal - Colombia
- Jaiprakash Power Ventures ltd
- Electricity Authority, New Zealand
- Gujarat Mineral Development Corp Ltd - India
- Edison Trading Spa - Italy
- Coalindo Energy - Indonesia
- London Commodity Brokers - England
- Posco Energy - South Korea
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- Xindia Steels Limited - India
- India Bulls Power Limited - India
- Interocean Group of Companies - India
- Intertek Mineral Services - Indonesia
- Thiess Contractors Indonesia
- SMC Global Power, Philippines
- Globalindo Alam Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Renaissance Capital - South Africa
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Economic Council, Georgia
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asmin Koalindo Tuhup - Indonesia
- GMR Energy Limited - India
- Bukit Makmur.PT - Indonesia
- Rio Tinto Coal - Australia
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- White Energy Company Limited
- Petron Corporation, Philippines
- Dalmia Cement Bharat India
- Malabar Cements Ltd - India
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- Parry Sugars Refinery, India
- Orica Australia Pty. Ltd.
- Australian Commodity Traders Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Binh Thuan Hamico - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- GN Power Mariveles Coal Plant, Philippines
- Parliament of New Zealand
- Star Paper Mills Limited - India
- Indian Oil Corporation Limited
- Ambuja Cements Ltd - India
- Tamil Nadu electricity Board
- Miang Besar Coal Terminal - Indonesia
- PowerSource Philippines DevCo
- Chettinad Cement Corporation Ltd - India
- Thai Mozambique Logistica
- Kideco Jaya Agung - Indonesia
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Global Coal Blending Company Limited - Australia
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- Sindya Power Generating Company Private Ltd
- Gujarat Sidhee Cement - India
- Wilmar Investment Holdings
- Indika Energy - Indonesia
- Meralco Power Generation, Philippines
- Grasim Industreis Ltd - India
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Mercuria Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Altura Mining Limited, Indonesia
- Uttam Galva Steels Limited - India
- The Treasury - Australian Government
- Sree Jayajothi Cements Limited - India
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Krishnapatnam Port Company Ltd. - India
- Toyota Tsusho Corporation, Japan
- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- European Bulk Services B.V. - Netherlands
- MS Steel International - UAE
- Indo Tambangraya Megah - Indonesia
- Minerals Council of Australia
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- Leighton Contractors Pty Ltd - Australia
- Carbofer General Trading SA - India
- Timah Investasi Mineral - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PTC India Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- Therma Luzon, Inc, Philippines
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Agrawal Coal Company - India
- Australian Coal Association
- Ministry of Transport, Egypt
- Maharashtra Electricity Regulatory Commission - India
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- IEA Clean Coal Centre - UK
- Ministry of Mines - Canada
- Vijayanagar Sugar Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Indogreen Group - Indonesia
- Antam Resourcindo - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Maheswari Brothers Coal Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Singapore Mercantile Exchange
- Semirara Mining Corp, Philippines
- Videocon Industries ltd - India
- Sarangani Energy Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Global Green Power PLC Corporation, Philippines
- Indian Energy Exchange, India
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- GVK Power & Infra Limited - India
- Coastal Gujarat Power Limited - India
- Attock Cement Pakistan Limited
- Kumho Petrochemical, South Korea
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- Energy Development Corp, Philippines
- Bharathi Cement Corporation - India
- Georgia Ports Authority, United States
- Kartika Selabumi Mining - Indonesia
- Borneo Indobara - Indonesia
- Wood Mackenzie - Singapore
- Iligan Light & Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
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